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Patriot Investment Management Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Patriot Investment Management Group’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Buy
+4,150
New +$210K 0.01% 236
2024
Q3 		– Sell
-4,367
Closed -$220K – 240
2024
Q2 		$220K Sell
4,367
-2,416
-36% -$121K 0.02% 226
2024
Q1 		$342K Sell
6,783
-911
-12% -$46K 0.03% 194
2023
Q4 		$389K Buy
7,694
+184
+2% +$9.21K 0.03% 180
2023
Q3 		$375K Sell
7,510
-628
-8% -$31.2K 0.03% 183
2023
Q2 		$405K Sell
8,138
-4,760
-37% -$236K 0.03% 178
2023
Q1 		$640K Sell
12,898
-268
-2% -$13.3K 0.06% 143
2022
Q4 		$653K Sell
13,166
-518
-4% -$25.5K 0.06% 141
2022
Q3 		$674K Buy
13,684
+27
+0.2% +$1.33K 0.07% 129
2022
Q2 		$672K Sell
13,657
-677
-5% -$33.5K 0.07% 135
2022
Q1 		$710K Sell
14,334
-1,104
-7% -$54.9K 0.06% 140
2021
Q4 		$771K Sell
15,438
-1,096
-7% -$54.8K 0.07% 134
2021
Q3 		$829K Sell
16,534
-6,089
-27% -$305K 0.07% 124
2021
Q2 		$1.13M Buy
22,623
+6,725
+42% +$337K 0.11% 103
2021
Q1 		$797K Buy
15,898
+985
+7% +$49.4K 0.08% 123
2020
Q4 		$748K Sell
14,913
-1,254
-8% -$62.9K 0.11% 90
2020
Q3 		$810K Buy
16,167
+6,207
+62% +$311K 0.1% 115
2020
Q2 		$498K Sell
9,960
-317
-3% -$15.7K 0.06% 147
2020
Q1 		$498K Sell
10,277
-1,163
-10% -$57.9K 0.08% 131
2019
Q4 		$574K Buy
11,440
+1,175
+11% +$59.1K 0.07% 136
2019
Q3 		$516K Buy
10,265
+3,181
+45% +$160K 0.07% 137
2019
Q2 		$356K Buy
7,084
+1
+0% +$50 0.05% 169
2019
Q1 		$355K Buy
+7,083
New +$355K 0.05% 165

Other funds holding NEAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Patriot Investment Management Group's NEAR Position: Q2 2026 in Review

Patriot Investment Management Group opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 4,150 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings. This is a return to the name: Patriot Investment Management Group previously reported a position in NEAR as recently as Q2 2024.

Patriot Investment Management Group first reported a position in NEAR in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.13M in Q2 2021. 183 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Patriot Investment Management Group held 4,150 shares of iShares Short Maturity Bond ETF worth $210K as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Patriot Investment Management Group position in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.01% of Patriot Investment Management Group's portfolio in Q2 2026, its #236 holding.
  • Patriot Investment Management Group first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 23 quarters since.
  • Patriot Investment Management Group's iShares Short Maturity Bond ETF position peaked at $1.13M in Q2 2021.
  • 183 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.